EA or CPA Tax Expert

Job Summary

To support a growing tax practice, the full-time remote Tax Expert will prepare individual and business tax returns, provide tax consultations via video calls, and ensure a high-quality client experience while collaborating with a dynamic team.

Key Responsibilities

• Prepare individual and business tax returns and conduct video consultations with clients
• Own the end-to-end client experience, including document collection and communication
• Meet or exceed goals for customer satisfaction and operational efficiency while solving complex filing situations

Required Qualifications

• Active EA or CPA credential and a valid PTIN
• 5+ years of paid individual tax preparation experience, with at least 30 returns prepared in each of the last two tax seasons
• Extensive experience with moderate to high-complexity returns, including multi-state and self-employment income
• Proficient with professional tax software and comfortable navigating multiple systems
• Experience working virtually with tax clients using online tools and platforms